S101: Symposium Session #1: Everything You Want To Know About Engagement Scoring (but didn’t know to ask)
Wednesday, June 22, 2022
10:00 a.m. to 11:00 a.m. EASTERN TIME

Association professionals understand conceptually what engagement scoring is and why it’s important, but do you know how to produce accurate scores that are meaningful and actionable? The key is how you build your engagement model – the activities and behaviors you can measure and their relative importance to your picture of engagement. During this session, we’ll dive deep into the nuances of creating a model that truly reflects what you value most in your members, and what they value most about your association. You’ll learn the do’s and don’ts of building the right model for your association and walk away with tips on how to get started.

Learning Objectives
  • Understand the key principles of engagement scoring
  • Determine how to choose the right activities to score for individuals and organizations
  • Learn how to assign points and weight them relative to all activities using 100-point scale
Bill Conforti
SVP of Strategy and Solutions, Association Analytics
Bill has more than 20 years in software products and services with experience ranging from strategy, operations, consulting, business development, human resources, and program management. As Senior Vice President of Strategy & Solutions at Association Analytics, Bill is a hands-on executive working across departments to support sales, development, continuous improvement, and delivery of our products and services to provide the best value and customer experience. Bill is an association industry thought leader and content contributor who speaks frequently at industry events and conferences, as well as hosting regular webinars and educational sessions related to data analytics, customer engagement, data strategy and governance, digital marketing and more. Prior to joining Association Analytics, Bill was Vice President at EastBanc Technologies, a software development and services company, where he responsible for product and service strategy, delivery, proposals, business development, and staffing. During his time there, he helped drive growth from an 8-person startup to more than 100 staff with several successful products launched over more than 10 years.
Greg Pollack
VP of Sales, Association Analytics
Greg is a seasoned professional having worked both for, and with, associations for over 15 years. He started his career working for a not-for-profit, learning all about membership, recruiting and training volunteers, running fundraising campaigns, and overall structure of the industry. From there, he moved over to an association selling exhibit space, magazine advertisements, and sponsorships. Wanting to use his technical skills, Greg moved to a technology provider, working first as an implementation project manager supporting associations, then as a lead product manager prior to moving into direct sales and ultimately sales management. Greg moved on to the next challenge of working for a small (at the time) start-up company, Higher Logic, where he again started as an individual contributor, but quickly moved into sales management and ultimately went on to build out the sales enablement and sales engineering teams. As VP of Sales at Association Analytics, Greg leads the sales team and helps spread the company’s values and offerings to the association community. He regularly attends and speaks at industry conferences including ASAE, Association Forum, and technology partner user groups. He’s also one of the regular contributors to Association Analytics bi-weekly webinar series and blog.
Level Intermediate Delivery In-Person Symposium
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1
Prerequisites and advance preparation needed 1 year association experience. Advance preparation needed: None Cost $0.00
Refund and Complaint Resolution Policy:

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